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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,375 | $74,535+284.2% | $100,712+184.4% | $82,637+246.5% |
| Participation rate | 68.4% | 61.2%+7.2pp | 69.3%-0.9pp | 68.1%+0.4pp |
| Annual return | 12.44% | 18.92%-6.5pp | 33.27%-20.8pp | 53.51%-41.1pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,303 | $3,074+105.1% | $4,085+54.3% | $4,126+52.8% |
| Admin fee / account holder | $5,156 | $6,576-21.6% | $9,256-44.3% | $7,339-29.7% |